Important: Do not send Social Security numbers, full tax returns, bank credentials, or other highly sensitive documents through ordinary email. Use the secure client process provided to you.
Information we collect
We may collect identifiers and contact information such as your name, email address, telephone number, mailing address, business name, and information you submit in an inquiry. When necessary to provide tax or financial services, we may also collect financial, tax, identity-verification, and business records through secure service platforms.
We may collect basic device and usage information, including browser type, referring page, pages viewed, approximate location derived from an IP address, and essential local-storage information used to remember consent selections.
How we use information
- Respond to inquiries and determine whether our services fit your needs.
- Provide, administer, secure, and improve our services.
- Communicate about an engagement, deadlines, payments, documents, and support.
- Send marketing emails or text messages only when you have provided the applicable consent, and honor opt-out requests.
- Prevent fraud, comply with law, and protect our rights and clients.
How information is disclosed
We may disclose information to service providers that support our operations, including HoneyBook for inquiries and client workflows, payment processors, communications providers, secure document systems, hosting providers, and professional advisers. These providers may process information under their own terms and privacy practices. We may also disclose information when required by law, to protect legal rights, or in connection with a business transfer.
We do not sell personal information for money. We do not currently share personal information for cross-context behavioral advertising.
Marketing choices
Marketing consent is optional and is not a condition of purchasing services. You may unsubscribe from marketing emails using the link in the message. For marketing texts, reply STOP to cancel or HELP for assistance. Service-related communications about an active inquiry or engagement may still be sent when permitted by law.
Retention and security
We retain information only as long as reasonably necessary for the purposes described here, our professional and contractual obligations, dispute resolution, and applicable legal requirements. We use reasonable administrative, technical, and physical safeguards, but no internet transmission or storage system is guaranteed to be completely secure.
Your privacy rights
Depending on where you live and whether a particular privacy law applies, you may have rights to request access, correction, deletion, or information about how personal information is used or disclosed, and to appeal or opt out of certain processing. We will not discriminate against you for exercising an applicable privacy right. We may need to verify your identity before completing a request.
Children
This website is intended for adults and is not directed to children under 13. We do not knowingly collect personal information from children through this website.
Third-party links
Our website links to HoneyBook and may link to other third-party services. Their privacy practices apply after you leave our website.
Changes to this policy
We may update this policy. The effective date above shows when it was last revised. Material changes may be communicated through the website or another appropriate method.
Contact us
Email: info@Lfinancialservice.com
Mail: L Financial Service, 4000 Long Beach Blvd, Long Beach, CA 90807